Mark works as a financial advisor at Wadsworth Financial Consulting. He is a Registered Investment Advisor Representative with AE Wealth Management, LLC, and a Registered Representative with Madison Avenue Securities, LLC. He has successfully passed the Series 63 and 65 securities and investment advisor examinations, as well as the Securities Industry Essentials (SIE) and Series 7 exams. Additionally, Mark holds both life and health insurance licenses. He completed an Advanced General National Vocational Qualification in Business Studies at Runshaw College in the United Kingdom. He has acquired several U.K. credentials, including a Certificate in Securities Advice and Dealing, a Diploma in Regulated Financial Planning (DipPFS), and a Certificate in Mortgage Advice (Cert CII MP).

Prior to his financial planning career, Mark spent 20 years working for consultancy firms, brokerage firms, and multinational banking organizations. He has extensive experience in project and people management, along with core financial planning skills.

Mark has traveled extensively and has lived in the U.K., New Zealand, and the United States. After meeting and marrying his wife, Corrie, in Cheltenham, U.K., they moved to the U.S. to settle in Corrie’s home state of Maryland. Mark is a dual citizen of the U.K. and the U.S. and has two beautiful daughters.

Alternative investments products are typically illiquid, long-term in nature, and may involve higher risk than traditional investment vehicles. Alternative investments products are intended for accredited investors only and is not a solicitation to the general public. Investors are encouraged to read the Private Placement Memorandum before making a financial decision on these types of investments.

Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at [email protected] or call us at 410-850-4121 today!